+210.8%
HPQ vs URI
+1,179.8%
-968.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.7% |
| 7D | -0.5% | +2.5% | -3.0% | -1.4% |
| 30D | +3.7% | -12.5% | +16.3% | +8.8% |
| 3M | +24.3% | -6.2% | +30.5% | +25.8% |
| 6M | +64.8% | +25.9% | +38.9% | +45.3% |
| YTD | +43.9% | +26.2% | +17.7% | +25.2% |
| 1Y | +11.7% | +5.5% | +6.2% | +4.5% |
| 3Y | +19.7% | +125.0% | -105.3% | -21.4% |
| 5Y | +32.2% | +210.4% | -178.2% | -26.7% |
| All | +210.8% | +1,179.8% | -968.9% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling